Wells Fargo analyst Alec Bonello upgraded Unity (U) to Overweight from Equal Weight with a price target of $51, up from $42. The firm is constructive on the mobile game advertising industry in 2026. It sees “multiple tailwinds” to mobile game advertising spend in 2026 and says Unity is positioned to benefit directly from its mobile app payment migration. Wells sees a “torrid year” of mobile game advertising growth in 2026.
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